Thomas Roffers

About Thomas Roffers

First and foremost, I’m a father and husband. A friend and servant. A proud MN native who loves the outdoors. Professionally, over the past decade +, I’ve been fortunate to have advised many successful individuals, families, and institutions. I spend a lot of time working with business owners and entrepreneurs - those who have started and/or lead businesses. My clients rely on me to help them with the most significant matters they face. Often this includes selling/monetizing a business and planning for what’s next, structuring wealth for the next generations, or the pursuit of using their resources to design a life aligned with what they feel most deeply.I\'m an investor, and have a passion for alternative strategies - from collections to crypto to real estate to private equity/debt, venture capital, etc- and feel we\'re living in a time where identifying patterns across this landscape will take on great meaning in investment portfolios. Those I work with are usually motivated by more than just money, and often think of their wealth in terms of what it can do for their life, their family, or how it can make an impact on others. My goal is to oversee my clients financial affairs in a way that free\'s up their most valuable resource - time - and provide the peace of mind they aren\'t missing out on anything.

Experience

1. Vice President, Wealth Advisor

   Bernstein Private Wealth Management

   Nov 2023 — Present · Minneapolis, MN, US

   As an advisor/CFP, I help successful individuals, families, and organizations manage their money and financial resources in way that is aligned with their priorities.

Education

• Minnesota State University, Mankato

  Certificate in Financial Planning

  2018 — 2019

• University of Minnesota Duluth

  Bachelor of Business Administration (BBA), Financial Markets, Finance

  2009 — 2013

• Nankai University

  Global Management Education Program, Business and Economics

  2012 — 2012